Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,598 | $167,353-76.9% | $143,797-73.2% | $134,545-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.66% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $3,750 | $5,620-33.3% | $4,952-24.3% | $4,742-20.9% |
| Participant deferral / active EE | $5,065 | $6,447-21.4% | $5,638-10.2% | $6,401-20.9% |
| Admin fee / account holder | $137 | $18,096-99.2% | $14,679-99.1% | $11,431-98.8% |